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    Rod Bourgeois • DeepDive Equity Research

    Rod Bourgeois's questions to DXC Technology Co (DXC) leadership

    Rod Bourgeois's questions to DXC Technology Co (DXC) leadership • Q1 2026

    Question

    Rod Bourgeois of DeepDive Equity Research asked why typical seasonal margin improvement was not reflected in the guidance and requested an outline of the key factors that will drive DXC to achieve profitable revenue growth.

    Answer

    CFO Rob Del Bene acknowledged less seasonality from Q1 to Q2 this year but affirmed the guidance still implies margin improvement in the second half. President & CEO Raul Fernandez identified three key growth drivers: winning renewals, competing effectively on RFPs, and scaling new 'proactive solutions' that leverage AI and DXC's industry heritage.

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    Rod Bourgeois's questions to DXC Technology Co (DXC) leadership • Q4 2025

    Question

    Rod Bourgeois asked about the company's investment priorities for new solution capabilities, the magnitude of these investments, and the specific market segments or deal types DXC intends to 'major in' to drive growth.

    Answer

    CEO Raul Fernandez said the investment focus is on creating repeatable, scalable capabilities based on proven client work, particularly in financial services, where DXC has significant traction and replicable ROI models. CFO Rob Del Bene added that sales and marketing is another key investment area, and the magnitude of the investment is reflected in the company's fiscal 2026 margin guidance.

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    Rod Bourgeois's questions to DXC Technology Co (DXC) leadership • Q3 2025

    Question

    Rod Bourgeois asked if DXC is entering a new phase of its turnaround and questioned the Q4 sequential revenue decline guidance, suggesting it might be conservative given historical positive seasonality.

    Answer

    CEO Raul Fernandez described the current phase as sustaining positive behavior changes and improving consistency, emphasizing that it's still early in the process. CFO Rob Del Bene stated the Q4 guidance was 'right down the middle' and not conservative, with the decline driven overwhelmingly by the revenue impact of weak bookings from the first half of the year, not abnormal runoffs.

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    Rod Bourgeois's questions to DXC Technology Co (DXC) leadership • Q2 2025

    Question

    Rod Bourgeois posed two structural questions about the ITO business: first, how much further the intentional reduction of low-margin resale business would continue, and second, whether the AI era is accelerating the migration of legacy data centers to the cloud.

    Answer

    CFO Rob Del Bene projected that the decline in resale revenue will continue for another 6-9 months before stabilizing in the second half of the next fiscal year, confirming it's an intentional strategy of holding firm on margin thresholds. CEO Raul Fernandez stated that generative AI is creating new opportunities for holistic services, including data cleansing and rapid prototyping, which can significantly grow client relationships, as evidenced by a recent 10x fee increase with one client.

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